Tax Analyst
Tax Analyst
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Job Description
Job Description Tax Analyst (P2
This position leads key client engagements from bank/wealth management organizations contracted with the Trust organization to provide overall fiduciary tax functions. This includes:
1)Production and filing of complex wealth management related tax returns
2)Leading or assisting with client experiences and all communications and
3)Leading and overseeing client engagement to ensure service standards are met and client expectations are exceeded all while the business segment continues to grow.
4 Is responsible for key projects for clients and tax practice that require research of tax specific compliance questions and related matters. Ability to research compile and deliver tax related opinion on more complex topics.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists Trust Tax Outsourcing Manager with daytoday activities to ensure: 1 generation and filing of returns during tax season 2 review of transactions during off season and 3 meeting/exceeding client expectations 4 Complying with federal or state requirements for trust related returns
Monitors quality control of assigned accounts for accurate tax preparation
Answering client tax related questions pertaining to the tax information prepared by this team
Provide various reports to client as needed
. Schedule and lead client calls throughout the year and in tax season
Communicating with clients during year on deadlines and deliverables
Assist with establishing processes for servicing customers
Meet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparers
Recommend and participate in training plans for new and existing employees on tax law changes internal procedures and new system enhancements
Collaborate with various internal departments such as Product Management Support and Service Development Marketing and Sales as needed
Mentoring and coaching team members on our services and the attention needed to our clients
Handle multiple engagements and responsibilities at the same time making sure each client receives the same level of service
OTHER DUTIES:
Acts as an active participant in team meetings and client discussions
Other duties as assigned by Trust Tax Outsourcing Manager
JOB QUALIFICATIONS:
Education: Bachelors degree in accounting or related field a plus
Experience: Excellent oral written and presentation skills
5 years experience preparing and/or reviewing trust tax returns such as 1041and state related forms and Agency/Custodial 1099s a plus
Extensive usage of trust tax related software to generate returns in a high production environment a plus
Ability to interact with internal & external clients assess business challenges and collaboratively define solutions to address key issues
Selfmotivated individual who can work with limited direction while keeping key stakeholders apprised of project status
Strong attention to detail and ability to spot inconsistencies in large amounts of data being reviewed
Strong PC and business software application skills including Microsoft office suite excel
Ability to mentor and assist other team members with questions and/or best practices
Ability to work effectively in a fastpaced fluid environment handling multiple tasks and projects concurrently while implementing best practices and focusing on attention to detail
Paramount communication skills
Other Knowledge Skills Abilities or Certifications:
. Enrolled Agent CPA a plus.
Required Experience:
IC
Employment Type
Full-Time
